IRIS CRM

User-Friendly and Easy to Learn: Many users have found the CRM to be user-friendly and easy to learn, customize, and manage. They appreciate the ability to set up and customize the CRM to match their individual needs, as well as the ease of making additional changes. The intuitive features and design of the CRM make it easy for users to figure out complex processes. The streamlined and simple user interface is also praised for being easy to navigate and learn. Overall, the CRM is considered super user-friendly and allows for smooth integration with processes and forms.

Useful Features: Users highly value the range of useful features offered by the CRM. They appreciate the integrated dialer, ability to import daily feeds from different processors, and comprehensive contact management features. The CRM provides efficient and effective reporting capabilities, allowing users to track email communication, contacts, deal flow, and reporting. The tracking capabilities of the CRM are praised for their ability to streamline and organize business operations.

Exceptional Functionality and Integrations: The CRM is commended for its exceptional functionality and integrations. Users find it valuable that the CRM is specifically designed with their industry in mind, offering built-in tools that catered to their needs. The CRM allows for centralized data across multiple processors, making it useful for their industry. The ability to integrate the CRM with websites using their API and features like lead creation, signature management, tab management were highly appreciated.

Inefficient Processes and Limited Functionality: Some users have expressed frustration with the software's lack of efficiency and limited functionality, stating that it hinders their workflow and prevents them from fully utilizing its features.

Outdated Look and Feel with Difficult Document Upload: Several users have mentioned that the software has an outdated look and feel, which they believe should be modernized to provide a more user-friendly experience. Additionally, they have noted the need for an easier way to upload documents for signatures.

Difficulty in Finding Information: Users have stated that navigating through the software can sometimes be challenging as it requires a lot of digging and clicking around to find the information they are looking for.

Users have provided several recommendations for the product based on their experiences. The most common recommendations include:

• Users suggest scheduling a demo before using the product. This allows potential users to get a better understanding of the features and functionality of the software, and how it can meet their specific needs.

• Users recommend reaching out to the company for a consultation. The support team is praised as being amazing to work with, and they tailor demonstrations around specific needs. This ensures that users can fully explore the capabilities of the product and determine if it aligns with their requirements.

• Users advise taking the time to understand the software and make it a center point for the company. The user-friendly interface, along with great tracking and reporting features, contribute to its overall usefulness. Additionally, the company has dedicated time to building out the needs of their clients, which lends credibility to its effectiveness as a CRM solution.

These recommendations highlight the importance of exploring the software through demos and consultations, as well as investing time in understanding its capabilities for optimal utilization within an organization.